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Finance | Project Operations, Human Resources, ...
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Tax group default rules

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Posted on by 978

Dear Experts,

I followed below MS link to setup sales tax group assignments for customer.

docs.microsoft.com/.../set-up-automatic-sales-tax-group-assignments

It is said that: sales tax group will be automatically assigned to the customer address record, but after i created new customer with address map with Sales tax group, the sales tax group is not automatically enter for this customer.

Can some one please help to explain?

Below is my setup:

1. 

pastedimage1634713265135v1.png

2.

pastedimage1634713285202v2.png

3. 

pastedimage1634713292427v3.png

4. Result

pastedimage1634713303001v4.png

Thank in advance,

Best regards,

Thu

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Thu,

    My knowledge is that the default sales tax group field that you shared in your last screenprint needs to be manually selected / updated.

    Best regards,

    Ludwig

  • ThuNgo Profile Picture
    978 on at

    Hi Ludwig,

    Did you know the reason for Tax group default rules?

    Thank,

    Thu

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    You can define taxed based on the location and if the location changes or is different from your 'usual' one the tax calculation might change.

    Please also check:

    cloudblogs.microsoft.com/.../

    Best regards,

    Ludwig

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